Have you noticed? No one is discussing this at all. This clearly shows that most CT accounts are truly only half-aware of the global macro situation.



Japan, to put it simply, is the world's money printing machine. Over the years, its role has been to continuously generate cheap liquidity for global use. What is the current situation? The Bank of Japan continues to maintain an ultra-loose policy, constantly releasing liquidity. As long as the yen remains loose, arbitrage trading will never end, and global capital will keep flowing into risk assets—including the crypto market.

Once you understand this logical chain, you'll be able to see clearly where the recent liquidity is coming from and why the market suddenly shifts at certain moments. This is not a technical issue; it is determined by macro factors.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 6
  • Repost
  • Share
Comment
0/400
MemecoinTradervip
· 4h ago
ngl the yen carry trade angle hits different when you actually trace the liquidity flows... most people just watching charts like they're not connected to anything lmao
Reply0
SillyWhalevip
· 4h ago
The Bank of Japan's move is quite aggressive, but does anyone really understand this logic? It seems most people are still watching candlestick charts. The yen arbitrage situation simply won't stop. As long as the central bank doesn't step back, liquidity will continue to flow out endlessly. To put it simply, we are all eating from the Japanese central bank's bowl. When they make a move, our market has to follow. Macro factors are the invisible hand; technical analysis really isn't that useful. This logical chain hit the mark, but unfortunately, big influencers are still tangled up in support and resistance levels, which is hilarious. Where does the liquidity come from? It depends on how Japan operates—simple and straightforward.
View OriginalReply0
BTCWaveRidervip
· 4h ago
The Bank of Japan's move is absolutely brilliant; the source of liquidity is right here. It's a bit late for those who only just realized now. Don't just focus on K-line charts; macroeconomics is the real trump card. When the yen weakens for a day, the crypto market lives for a day. It's that simple. CTs really should brush up on macroeconomics; too many people are still talking about technical analysis. Japan is basically a global ATM; understanding this logic is key to surviving longer. When it comes to liquidity, no one explains it well; everyone gets distracted by technicals. If the yen tightens directly, it's game over. Do you understand? This is the fundamental logic.
View OriginalReply0
PebbleHandervip
· 4h ago
The Bank of Japan's situation indeed isn't fully understood by many; most are just watching the K-line. As long as the yen isn't tight, the arbitrage won't end. Only by understanding this chain can we truly bottom fish. Macro decisions determine everything; the technical analysis approach should have been abandoned long ago. Liquidity flowing out of Japan turns into a buying opportunity when it reaches us. The real knowledge is what no one discusses; understanding this increases the chances of making a profit. Japan is just a money-printing machine, and we are the ones taking the risk. If we get in at the right time, we earn. Why does the market reverse? Because the central bank changes its mind.
View OriginalReply0
SolidityJestervip
· 4h ago
The Bank of Japan's move was brilliant; very few people truly see through this layer. They broke the defense, and another group only looks at K-line charts and doesn't understand macroeconomics at all. Once the yen arbitrage chain is broken, the crypto circle will take a hit, it's that simple. Honestly, only after the liquidity tide recedes do you realize who is swimming naked. The technical analysis approach should have been abandoned long ago. The fact that Japan is acting as the world's ATM is spot on; the entire market is being led by it. That's why sometimes there's a sudden plunge, and it's not really a technical breakout. Macro determines everything, everyone. Those still studying trend lines can go wash and sleep.
View OriginalReply0
LiquidationKingvip
· 5h ago
The Japanese printing machine has been running nonstop, it's indeed absurd that no one is talking about it. The depreciation of the yen is our liquidity, yet some people only look at the K-line. Macro factors determine everything; technical analysis is just a supplement. This logical chain is perfect; arbitrage never stops. In the end, it's the Bank of Japan bleeding the world dry, including our crypto circle.
View OriginalReply0
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)